INTEGRITY WEALTH MANAGEMENT

Overview

Integrity Wealth Management is a small, client-focused advisory firm that serves individuals and families, with a business model that combines portfolio advisory work and insurance brokerage. The firm bills on a percentage-of-assets-under-management basis and manages relationships largely on a non-discretionary basis, meaning clients retain final trading authority while the adviser provides recommendations and portfolio construction. Integrity Wealth Management’s filings show a clear tilt toward pooled public products — mutual funds and other public funds are the dominant allocation across client accounts — and the firm does not identify itself as an active ESG investor. The advisory mandate is targeted toward individual and small business clients, with services centered on portfolio management and complementary insurance solutions. As an owner-operated corporation with an individual owner type, the firm appears to focus on personalized wealth management rather than institutional or large-capability offerings.

Assets & Accounts

Investments & Alternatives

Location & Offices